Difference between revisions of "CRM Use Case Record Project Data"
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* <span style="color:red">'''Country'''</span>, if applicable | * <span style="color:red">'''Country'''</span>, if applicable | ||
* <span style="color:red">'''Website'''</span>, for the institution or specific group represented. | * <span style="color:red">'''Website'''</span>, for the institution or specific group represented. | ||
* <span style="color:red">'''Email'''</span> if applicable | * <span style="color:red">'''Email'''</span>, if applicable | ||
* <span style="color:red">'''Project List'''</span>, only relevant if '''Account Type''' is equal to ''Research Institution''. A background process will set this attribute to ''Account Type:Account Acronym'' if '''Account Type''' is set to ''ESFRI projects'', ''National project'' or ''Other international projects'' | * <span style="color:red">'''Project List'''</span>, only relevant if '''Account Type''' is equal to ''Research Institution''. A background process will set this attribute to ''Account Type:Account Acronym'' if '''Account Type''' is set to ''ESFRI projects'', ''National project'' or ''Other international projects'' | ||
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Organization. | * <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Organization. |
Revision as of 12:55, 23 October 2012
How to record a new project
Projects should be recorded in EGI CRM as an Organization. To create an Organization in EGI CRM:
- Log-in in EGI CRM
- From the top navigation blue menu, select Organizations
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Organization creation web form.
How to fill the web form for a Project Organization
- Organization Name, a reasonable name for identifying the institution or project. Note: Mandatory
- Organization Number, an automatically generated number. Do not change it the contents of this field.
- Account Acronym, a shorter name for identifying the institution or project. Note: Mandatory if the Account Type is set to ESFRI projects, National projects or Other international projects.
- Account Type, choose the type of Organization for the present record (ESFRI projects, National Project or Other International Projects). Mandatory
- Status, which can be either Active or non-Active depending if the contact is valid, or if at a given point became invalid.
- Country, if applicable
- Website, for the institution or specific group represented.
- Email, if applicable
- Project List, only relevant if Account Type is equal to Research Institution. A background process will set this attribute to Account Type:Account Acronym if Account Type is set to ESFRI projects, National project or Other international projects
- Scientific Discipline, choose the main scientific domain for the Organization.
- Assigned to, which can be either an individual user or a group (e.g. specific NGI).
- Start Date, which can be either an individual user or a group (e.g. specific NGI).
- End Date, which can be either an individual user or a group (e.g. specific NGI).
- Description, with a brief statement on the objectives and scope of the project.
- Potential for EGI use, with a subjective appraisal of the potential impact of its integration in EGI.
- Interest in e-Infrastructure, describing the interest shown on using e-Infrastructures for their research activities.
Video
Check the CRM Videos section to see the tutorial on how to add an Account